independant wealth advisors
Banta is unique among wealth management firms. We combine high-touch personalized planning services with hands-on independent investment management. We manage your money directly instead of turning it over to a third party. Independence defines everything we do: our investment style, our planning strategies, our advice and our thinking.

At Banta, we answer only to our clients.

Discover our approach to wealth management. …more>>

We work objectively and tirelessly on your behalf. We’ve consistently earned the trust of high net worth families for more than 40 years. ...more>>

When you remarry and blend two families, finances get complicated. Find out how we help make it easier. …more>>


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